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JDMRX vs OTCBX
JDMRX vs OTCBX Comparison
Open Charts JDMRX vs OTCBX
JDMRX vs OTCBX Comparison Chart in %
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JDMRX vs. OTCBX commentary
Aug 23, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDMRX is a Hold and OTCBX is a Hold.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 21.8B vs. OTCBX (13.3B). JDMRX (0.00) and OTCBX (0.00) have matching dividends . JDMRX was incepted earlier than OTCBX: JDMRX (17 years) vs OTCBX (33 years). OTCBX (1.78) is less costly to investors than JDMRX (1.41). OTCBX is a more actively managed with annual turnover of: 54.00 vs. JDMRX (17.00). OTCBX has a lower initial minimum investment than JDMRX: OTCBX (1000) vs JDMRX (2500). JDMRX annual gain was more profitable for investors over the last year : 3.45 vs. OTCBX (-17.96). JDMRX return over 5 years is better than : -17.48 vs. OTCBX (-24.08).
| JDMRX | OTCBX | JDMRX / OTCBX | |
| Total Expense Ratio | 1.41 | 1.77 | 80% |
| Annual Report Gross Expense Ratio | 1.41 | 1.78 | 79% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 9.114 | 5.022 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 13.3B | 164% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.45 | -17.96 | -19% |
| Returns for 3 years | 14.00 | -0.74 | -1,896% |
| Returns for 5 years | -17.48 | -24.08 | 73% |
| Returns for 10 years | 45.63 | 45.55 | 100% |
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